Sundaram Large Cap IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Large Cap IDCW Reinvest Direct Plan

NAV
₹18.0275
+0.32%
(17 Oct)
AUM
3,280 Cr
TER
0.64%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+3.5%
+3.5%
+2.8%
+2.8%
+2.7%
-0.2%
3Y
+21.1%
+21.1%
+19.7%
+19.7%
+16.3%
+14.2%
5Y
+26.0%
+26.0%
+22.4%
+22.4%
+18.8%
+17.7%
ALL
+16.3%
+16.3%
+15.7%
+15.7%
+13.0%
+17.5%
VOL
17.8%
17.8%
16.2%
16.2%
-
14.3%
TER
0.7%
0.7%
0.9%
0.9%
-
0.6%
AUM
₹46,463 Cr
₹46,463 Cr
₹73,035 Cr
₹73,035 Cr
-
₹3,280 Cr
INFO
0.91
0.91
0.97
0.97
-
1.23
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Large Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Sep
Top holdings
HDFC Bank Ltd
9.2%
ICICI Bank Ltd
8.9%
Treps
6.3%
Bharti Airtel Ltd
5.6%
Infosys Ltd
4.7%
Reliance Industries Ltd
4.2%
Avenue Supermarts Ltd
3.5%
State Bank of India
3.5%
Bharat Petroleum Corp Ltd
3.5%
Axis Bank Ltd
3.4%
Top industry exposure
Financial Services
32.0%
Consumer Cyclical
11.0%
Energy
9.5%
Technology
8.4%
Industrials
6.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
39%
Lock-in period
-
Exit load
• 0% for redemption between 0% to 25% units and 1% for redemption between 25% to Maximum% units and within 365 days
Fund objective
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
Fund manager(s)
Ashwin Jain

FAQs